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ProShares S&P MidCap 400 Dividend Aristocrats ETF

241 hedge funds and large institutions have $1.11B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 91 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 230241 (+11)

1.65% less ownership

Funds ownership: 67.01%65.36% (-1.6%)

10% less capital invested

Capital invested by funds: $1.24B → $1.11B (-$128M)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 91

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
27
Increased
76
Reduced
91
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$6.13M
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$5.47M +$179K +2,134 +3%
CWM
28
Connecticut Wealth Management
Connecticut
$5.4M -$918K -10,940 -15%
JCM
29
Jacobi Capital Management
Pennsylvania
$4.83M -$14.4K -171 -0.3%
SOS
30
Silver Oak Securities
Tennessee
$4.82M -$2.56M -30,474 -35%
CFP
31
Cascade Financial Partners
California
$4.61M +$244K +2,912 +6%
CAL
32
Capital Advisors Ltd
Ohio
$4.51M -$40.2K -479 -0.9%
Two Sigma Investments
33
Two Sigma Investments
New York
$4.17M +$4.16M +49,500 New
SA
34
Sanctuary Advisors
Indiana
$3.95M -$6.97K -83 -0.2%
WIA
35
World Investment Advisors
California
$3.87M +$77.1K +918 +2%
AC
36
Avant Capital
Louisiana
$3.79M -$52.7K -628 -1%
GIA
37
Gladstone Institutional Advisory
Florida
$3.78M +$150K +1,781 +4%
Truist Financial
38
Truist Financial
North Carolina
$3.6M -$1.14M -13,557 -24%
KOMWMG
39
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.4M +$62.3K +742 +2%
EFS
40
Essex Financial Services
Connecticut
$3.32M -$401K -4,778 -11%
LWP
41
LMG Wealth Partners
Louisiana
$3.31M +$61.3K +730 +2%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$3.25M +$56.1K +668 +2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$3.25M -$4.14M -49,282 -56%
UAG
44
United Advisor Group
Ohio
$3.24M -$770K -9,167 -19%
MFG
45
Merit Financial Group
Georgia
$3.22M +$3.21M +38,210 New
PA
46
Pinnacle Associates
New York
$3.18M -$683K -8,136 -18%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$3.03M +$1.19M +14,146 +67%
SWP
48
Summit Wealth Partners
Florida
$2.9M -$207K -2,462 -7%
HI
49
Harbour Investments
Wisconsin
$2.89M +$13.2K +157 +0.5%
LWMNY
50
Landmark Wealth Management (New York)
New York
$2.69M +$107K +1,280 +4%